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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Wallace Rivers who wrote (19440)	7/27/2004 9:25:08 AM
From: Paul Senior	Respond to of 78673

Wallace Rivers, re: HBP. I've always considered BMHC as a similar company in that materials supplier-to-the- building-construction sector (although Yahoo doesn't show them as competitors). BMHC hasn't had the move that HBP recently has, especially when looking up from HBP's lows. Good news forthcoming from BMHC today. I continue to hold a few shares. finance.yahoo.com

To: Wallace Rivers who wrote (19440)	10/26/2004 2:54:59 PM
From: Paul Senior	Respond to of 78673

I'll take a few shares of HBP. This one's been mentioned here many times, seemingly almost since thread inception. Been a good performer too over the years for several people here, I believe. My first foray though. Co. estimates maybe $.9-$1/sh for '04. The stock's come down recently on no adverse news that I see. Current price gives a reasonable p/e (assuming the market and/or the business don't collapse in '05) of 7-8x, esp. as the company continues at the same time in making efforts to focus on its core business. (I assume the company believes this concentration will ultimately be better for profits and stockholders.) biz.yahoo.com ------- I'm led to HBP today by BMHC (also mentioned here several times over the years) and the strong quarterly results it is showing today. biz.yahoo.com